LSA

L & S Advisors Portfolio holdings

AUM $1.08B
1-Year Est. Return 46.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
-$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.99M
3
+$5.66M
4
EQR icon
Equity Residential
EQR
+$5.46M
5
CAG icon
Conagra Brands
CAG
+$5.24M

Top Sells

1
+$35.3M
2
+$14.6M
3
+$6.73M
4
TRV icon
Travelers Companies
TRV
+$5.89M
5
APD icon
Air Products & Chemicals
APD
+$5.56M

Sector Composition

1 Technology 14.82%
2 Healthcare 7.47%
3 Financials 7.19%
4 Real Estate 7.1%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
10,000
205
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207
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214
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5 6 7 8
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